Wealthstreet Investment Advisors’s Oneok OKE Stock Holding History

Wealthstreet Investment Advisors’s Portfolio OKE Stock Details OKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-30,325	Closed	-$1.54M	–	250
2021 Q1	$1.54M	Hold	30,325	–	–	0.15%	136
2020 Q4	$1.16M	Sell	30,325 -1,435	-5%	-$48.2K	0.12%	154
2020 Q3	$825K	Hold	31,760	–	–	0.09%	168
2020 Q2	$1.05M	Sell	31,760 -246	-0.8%	-$8.02K	0.13%	139
2020 Q1	$698K	Sell	32,006 -2,946	-8%	-$180K	0.1%	155
2019 Q4	$2.65M	Hold	34,952	–	–	0.31%	77
2019 Q3	$2.5M	Hold	34,952	–	–	0.32%	72
2019 Q2	$2.4M	Sell	34,952 -492	-1%	-$33.2K	0.31%	76
2019 Q1	$2.48M	Sell	35,444 -1,477	-4%	-$95.6K	0.33%	74
2018 Q4	$2.3M	Buy	36,921 +1,477	+4%	+$91.7K	0.32%	76
2018 Q3	$2.4M	Hold	35,444	–	–	0.3%	80
2018 Q2	$2.48M	Hold	35,444	–	–	0.33%	76
2018 Q1	$2.02M	Buy	35,444 +1,478	+4%	+$84.8K	0.25%	97
2017 Q4	$1.81M	Buy	+33,966	New	+$1.81M	0.22%	106

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's OKE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Oneok (OKE) in Q2 2021, closing a stake of 30,325 shares — an estimated $1.54M sold.

Wealthstreet Investment Advisors first reported a position in OKE in Q4 2017 and held it in 14 quarters. The position peaked at $2.65M in Q4 2019. 882 funds tracked by Wall St. Rank hold OKE as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Oneok position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 30,325 Oneok shares in Q2 2021, an estimated $1.54M.
Wealthstreet Investment Advisors first reported a position in Oneok in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Oneok position peaked at $2.65M in Q4 2019.
882 funds tracked by Wall St. Rank held Oneok as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.